Snapshot holdings21 / 21 loaded
| # | ||
|---|---|---|
| 1 | Trilogy Capital Inc. | $33.9M |
| 2 | One Charles Private Wealth Services, LLC | $15.0M |
| 3 | Triangle Securities Wealth Management | $12.2M |
| 4 | Archford Capital Strategies, LLC | $12.0M |
| 5 | Insight Wealth Strategies, LLC | $11.8M |
| 6 | Members Advisory Group LLC | $10.8M |
| 7 | Stonebridge Financial Group, LLC | $10.7M |
| 8 | D.A. DAVIDSON & CO. | $5.5M |
| 9 | Capital Investment Counsel, LLC | $4.8M |
| 10 | FORTEM FINANCIAL GROUP, LLC | $4.0M |
| 11 | PARSONS CAPITAL MANAGEMENT INC/RI | $2.7M |
| 12 | Cambridge Advisors Inc. | $2.6M |
| 13 | BigSur Wealth Management LLC | $1.1M |
| 14 | Dynamic Advisor Solutions LLC | $675.0K |
| 15 | Worth Asset Management, LLC | $283.2K |
| 16 | DAVENPORT & Co LLC | $260.6K |
| 17 | MISSION WEALTH MANAGEMENT, LP | $209.0K |
| 18 | WEST PACES ADVISORS INC. | $138.6K |
| 19 | GAMMA Investing LLC | $46.1K |
| 20 | Signature Resources Capital Management, LLC | $14.6K |
| 21 | Investors Research Corp | $10.2K |
Manager changes2026-06-30 vs 2026-03-3121 / 21 loaded
| # | ||
|---|---|---|
| 1 | +$10.8M | |
| 2 | +$7.3M | |
| 3 | +$3.0M | |
| 4 | +$2.7M | |
| 5 | +$2.6M | |
| 6 | +$2.2M | |
| 7 | +$2.1M | |
| 8 | +$2.0M | |
| 9 | +$2.0M | |
| 10 | +$1.7M | |
| 11 | +$1.1M | |
| 12 | +$765.1K | |
| 13 | +$675.0K | |
| 14 | +$605.8K | |
| 15 | +$283.2K | |
| 16 | +$260.6K | |
| 17 | +$209.0K | |
| 18 | +$138.6K | |
| 19 | +$19.7K | |
| 20 | +$2.6K | |
| 21 | +$1.8K |